reports
- Nicolas David
FP TOTAL SE
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
G1A GEA GROUP AG
PUM PUMA SE
ROG ROCHE HOLDING LTD
SAND SANDVIK AB
ZAL ZALANDO SE
ENI ENI S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ERA ERAMET SA
REP REPSOL SA
SPIE SPIE SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
AKZA AKZO NOBEL N.V.
HAG HENSOLDT AG
EPI A EPIROC AB
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Nicolas David
FP TOTAL SE
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
G1A GEA GROUP AG
PUM PUMA SE
ROG ROCHE HOLDING LTD
SAND SANDVIK AB
ZAL ZALANDO SE
ENI ENI S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ERA ERAMET SA
REP REPSOL SA
SPIE SPIE SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
AKZA AKZO NOBEL N.V.
HAG HENSOLDT AG
EPI A EPIROC AB
SHEL SHELL PLC
AAL ANGLO AMERICAN PLC
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
Generali: 2 directors
Two Directors at Generali sold 40,295 shares at between 35.587EUR and 36.000EUR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last t...
- Emira Sagaama
- Rok Stibric
- Emira Sagaama
- Rok Stibric
- Andreas Riemann
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Benoit Valleaux
- Steven Gould
Millennium BCP : Le potentiel de rerating n’est pas encore épuisé à CT...
Nous réitérons notre opinion Surperformance avec un OC porté à 0.92 € vs 0.78 €, après un T3 rassurant et alors que la fin des litiges en Pologne se profile. Nous identifions encore un potentiel de rerating intéressant (~15% vs secteur ~+4% en moyenne) en dépit de sa belle performance boursière sur la période récente (+77% YTD) sur fond de redressement opérationnel (RoE +6 pt entre 2024 & 2028e) et de retour à l’actionnaire (9% en moyenne sur 2025-28e vs
- Benoit Valleaux
- Steven Gould
Millennium BCP : Still some re-rating potential in the short term
We are reiterating our Outperform rating with a higher target price of € 0.92 vs € 0.78, after a reassuring Q3, with the end of litigation in Poland in sight. We still identify attractive re-rating potential (~15% vs sector ~+4% on average) despite its impressive performance recently (+77% YTD), with the operating recovery (RoE +6 pts between 2024 and 2028e) and shareholder returns (9% on average over 2025-28e vs
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Sven Edelfelt
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
G1A GEA GROUP AG
PUM PUMA SE
FGR EIFFAGE SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ENI ENI S.P.A.
ENEL ENEL SPA
SY1 SYMRISE AG
REP REPSOL SA
ANA ACCIONA SA
BC8 BECHTLE AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
STR STRABAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SIE SIEMENS AG
BP. BP P.L.C.
REY REPLY S.P.A.
LAND LAND SECURITIES GROUP PLC
SAB BANCO DE SABADELL SA
ENR SIEMENS ENERGY AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
SHEL SHELL PLC
CVC CVC CAPITAL PARTNERS PLC
- Baptiste Salaville
- Chaima Ferrandon
- Charlotte Vaisse
- Sven Edelfelt
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
G1A GEA GROUP AG
PUM PUMA SE
FGR EIFFAGE SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ENI ENI S.P.A.
ENEL ENEL SPA
SY1 SYMRISE AG
REP REPSOL SA
ANA ACCIONA SA
BC8 BECHTLE AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
STR STRABAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SIE SIEMENS AG
BP. BP P.L.C.
REY REPLY S.P.A.
LAND LAND SECURITIES GROUP PLC
SAB BANCO DE SABADELL SA
ENR SIEMENS ENERGY AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
SHEL SHELL PLC
CVC CVC CAPITAL PARTNERS PLC
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Carole Braudeau
Credit Morning 11/13/2025
Carrefour: Saadé family acquires stake, Peninsula exits|Emeria: an equity fundraising to enable bond refinancing?|Advanz Q3 25 results: Adj. EBITDA drops yoy and net leverage increases further – but not surprising|grenke Q3 25 results: Good operational performance YTD, but loss rate and NPLs increase|Finnair: no surprises on the FY 2026-2029 targets at first sight|
- Carole Braudeau
Morning Crédit 13/11/2025
Carrefour : entrée de la famille Saadé au capital et sortie de Peninsula|Emeria : une levée d’equity pour permettre le refinancement des obligations ?|Advanz Q3 25 results: Adj. EBITDA drops yoy and net leverage increases further – but not surprising|grenke Q3 25 results: Good operational performance YTD, but loss rate and NPLs increase|Finnair: no surprises on the FY 2026-2029 targets at first sight|
- Olfa Taamallah
- Yan Derocles
CEZ CEZ AS
UTDI UNITED INTERNET AG
G ASSICURAZIONI GENERALI S.P.A.
HEI HEIDELBERGCEMENT AG
PSPN PSP SWISS PROPERTY AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REY REPLY S.P.A.
SHL SIEMENS HEALTHINEERS AG
DRI 1&1 DRILLISCH AG
ADYEN ADYEN NV
HAG HENSOLDT AG
IOS IONOS GROUP SE
- Olfa Taamallah
- Yan Derocles
CEZ CEZ AS
UTDI UNITED INTERNET AG
G ASSICURAZIONI GENERALI S.P.A.
HEI HEIDELBERGCEMENT AG
PSPN PSP SWISS PROPERTY AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REY REPLY S.P.A.
SHL SIEMENS HEALTHINEERS AG
DRI 1&1 DRILLISCH AG
ADYEN ADYEN NV
HAG HENSOLDT AG
IOS IONOS GROUP SE
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